See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,560 | $202,318-89.3% | $172,739-87.5% | $152,861-85.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.19% | 1029.65%-999.5pp | 802.84%-772.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,303 | $5,856-77.8% | $5,143-74.7% | $4,762-72.6% |
| Participant deferral / active EE | $8,389 | $5,948+41.0% | $5,198+61.4% | $5,850+43.4% |
| Admin fee / account holder | $80 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |